Lucia Wealth Services’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.31M | Buy |
38,250
+6,462
| +20% | +$390K | 0.54% | 40 |
|
|
2020
Q2 | $1.87M | Buy |
31,788
+595
| +2% | +$35K | 0.49% | 35 |
|
|
2020
Q1 | $1.74M | Buy |
31,193
+30,824
| +8,353% | +$1.72M | 0.58% | 33 |
|
|
2019
Q4 | $24K | Buy |
+369
| New | +$24K | 0.01% | 166 |
|
|
2019
Q1 | – | Sell |
-9,630
| Closed | -$501K | – | 191 |
|
|
2018
Q4 | $501K | Sell |
9,630
-7,210
| -43% | -$375K | 0.24% | 74 |
|
|
2018
Q3 | $1.05M | Sell |
16,840
-486
| -3% | -$30.2K | 0.33% | 72 |
|
|
2018
Q2 | $959K | Buy |
17,326
+16,766
| +2,994% | +$928K | 0.42% | 59 |
|
|
2018
Q1 | $35K | Buy |
+560
| New | +$35K | 0.01% | 153 |
|